See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,256 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $9,824 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,618 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,661 | $55,790-50.4% | $76,817-64.0% | $67,579-59.1% |
| Participation rate | 70.9% | 71.1%-0.2pp | 72.1%-1.2pp | 71.3%-0.4pp |
| Annual return | 20.26% | 64.45%-44.2pp | 1166.11%-1145.8pp | 378.56%-358.3pp |
| Employer contribution / active EE | $487 | $1,810-73.1% | $2,302-78.8% | $2,148-77.3% |
| Participant deferral / active EE | $1,284 | $2,875-55.4% | $3,336-61.5% | $3,539-63.7% |
| Admin fee / account holder | $20 | $159-87.7% | $6,420-99.7% | $142-86.2% |